TAAMX – Transamerica Asset Allocation Mod R3 Investment Strategy | Morningstar

Morningstar

Strategy

The investment seeks capital appreciation and current income. The fund normally invests its assets in a broad mix of underlying funds. Under normal circumstances, investments in underlying funds are expected to achieve a mix over time of approximately 50% of net assets in equities, which may include both stocks and commodity-related securities, and approximately 50% of net assets in fixed-income securities, which may include bonds, convertible securities, cash, cash equivalents, and other money market instruments. These percentages may vary. The fund may invest directly in U.S. government securities and/or short-term commercial paper.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
TMMIX	Transamerica Asset Allocation Moderate Portfolio Class I	Institutional	Open			Nov 30, 2009	$33.26M	0.740%	Above Average	$1M	$1.79M
IMOAX	Transamerica Asset Allocation Moderate Portfolio Class A	Front Load	Open			Mar 1, 2002	$602.30M	1.070%	Above Average	$1,000	−$68.75M
IMOLX	Transamerica Asset Allocation Moderate Portfolio Class C	Level Load	Open			Nov 11, 2002	$22.16M	1.870%	High	$1,000	−$7.06M
IMDRX	Transamerica Asset Allocation Moderate Portfolio Class R	Retirement, Medium	Open			Jun 15, 2006	$3.17M	1.290%	Above Average	$0	−$367,902.01
TAAMX	Transamerica Asset Allocation Moderate Portfolio Class R3	Retirement, Medium	Open			Mar 1, 2022	$419.74M	0.940%	Low	$0	−$30.69M

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